ACM

Alta Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.6M
3
+$5.78M
4
DIS icon
Walt Disney
DIS
+$5.49M
5
MTCH icon
Match Group
MTCH
+$5.2M

Top Sells

1
+$21.2M
2
+$13.1M
3
+$8.09M
4
RVTY icon
Revvity
RVTY
+$7.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.13M

Sector Composition

1 Technology 31.5%
2 Communication Services 19.08%
3 Financials 14.87%
4 Consumer Discretionary 12.78%
5 Healthcare 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.19%
65,136
+849
52
$2.37M 0.17%
23,592
+166
53
$2.26M 0.17%
4,399
-1,503
54
$2.25M 0.17%
5,969
+4,377
55
$2.18M 0.16%
20,560
-3,240
56
$2.02M 0.15%
17,985
+383
57
$1.94M 0.14%
21,467
+3,122
58
$1.49M 0.11%
3,455
-1,690
59
$1.03M 0.08%
13,104
+565
60
$969K 0.07%
6,223
-350
61
$876K 0.06%
17,220
+42
62
$773K 0.06%
5,342
+14
63
$727K 0.05%
5,323
-1,500
64
$701K 0.05%
1,820
-746
65
$660K 0.05%
6,040
66
$608K 0.04%
3,970
-200
67
$598K 0.04%
12,640
-10,220
68
$464K 0.03%
1,885
-165
69
$408K 0.03%
1
70
$407K 0.03%
+30,359
71
$394K 0.03%
1,847
-150
72
$361K 0.03%
7,449
-288
73
$359K 0.03%
3,161
+24
74
$314K 0.02%
6,206
-4,267
75
$311K 0.02%
3,465
-30
1 2
3
4